Financial Analyst

Position Summary

The Class Action Financial Analyst (FA) will have responsibilities across several different functions within Client Services, including financial aspects such as initial case billing setup, sales order/invoice review, project finance forecasting and modeling, and trend analysis. This person will also be involved in areas such as Accounts Payable (A/P), Accounts Receivable (A/R), variance monitoring and analysis, cost estimation and impact analysis, and a variety of project time reporting and billing analysis related tasks. We are looking for someone with a finance background, Microsoft Excel and Power BI technical skills, experience using SAP software, an analytical, problem-solving mindset, strong critical thinking skills, and attention to detail.

Job Responsibilities

Job responsibilities for this position include, but are not limited to, the following key areas:

• Timely and accurate review of customer invoices for Class Action projects
• Coordinate initial case billing setup including customizing the standard mapping of SAP roles and activities to the project requirements consistent with the estimate and contract
• Work closely with Project Managers to monitor changes to projects that will affect forecast models and support the development of cost impact analysis
• Form partnerships with Operations and Finance/Accounting associates to identify ways to improve internal reporting and databases to increase accuracy, consistency, and timeliness of invoices
• Work with a variety of business systems, develop reports and conduct financial analysis of Class Action project operational data to identify trends and issues and monitor, maintain, and improve project financial forecasts and models
• Help coordinate initiatives to maximize revenue (collaborate with Project Managers to identify billing issues/unbilled items, collaborate with Operational partners to review SAP time, and ensure roles are billing correctly to the correct projects)
• Consistently look for ways to improve Epiqs processes and procedures to deliver services more profitably to our clients while enhancing efficiency with our internal partners
• Continually support company Operating Revenue and EBITDA goals
• Develop and maintain standard operating procedures related to key responsibilities

Required Qualifications & Skills

• Bachelors degree in accounting, finance, or equivalent education.
• 3+ years of work experience in Financial Planning and Analysis.
• Experience in financial forecasting, modeling, variance analysis, and cost impact assessments.
• Work experience with SAP.
• Advanced Microsoft Office Suite, specifically Excel - ability to utilize advanced formulas and prepare complex reports and intermediate skills in other Office applications
• Experience with financial forecasting and modelling highly desired and demonstrated ability to translate business and operations activity into financial data
• Ability to communicate effectively, both verbally and in writing externally and internally
• Motivated, self-starter who is proactive in their approach to required tasks, and looks for opportunities to take on more responsibility
• Ability to multi-task and change priorities as needed by Leadership